The Simply Retirement Podcast

The Simply Retirement Podcast

The Simply Retirement Podcast is a top retirement podcast for women, hosted by Certified Financial Planner™ Eric Blake. The show helps women navigate retirement with greater confidence & control, for women planning with a spouse, managing finances independently, or adjusting to major life changes. Unlike many retirement podcasts that focus only on money, The Simply Retirement Podcast explores both the financial and personal sides of retirement. Through practical guidance and conversations with leading retirement voices, listeners gain insight into retirement income planning, Social Security, taxes, investing, Medicare, estate planning, caregiving, widowhood, divorce, & the many decisions that shape life after work. Financial security is only one part of retirement. Making informed decisions, adapting to life’s changes, and creating a future that aligns with your goals are equally important. Visit thesimplyretirementpodcast.com to listen to past episodes and access retirement resources.

Episodes

September 30, 2026 • 34 mins

Social Security rules can look straightforward until survivor benefits, retirement ages, taxes, and your personal history start overlapping.

Understanding where these rules came from can help you recognize which details deserve a closer look before you file.

In this episode, I look back at how Social Security has changed an...

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What happens when the life you planned no longer fits the person you’ve become?

Retirement planning can create space to reconsider where you live, how you work, and what you want your next chapter to look like.

In this episode, I talk with Meg McKeen, Founder and Principal Consultant at Adjunct Advisors LLC, about the...

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Life changes, but the beneficiary forms attached to your retirement accounts, insurance policies, and other assets may still reflect decisions you made years ago.

In this episode, I explain why beneficiary reviews should be part of ongoing retirement planning and walk through nine questions that can help you determine whether your current designations still refl...

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Retirement investing can bring many questions, especially when your savings need to support your lifestyle for decades. How do you balance growth, income, taxes, and market uncertainty when planning for life after work?

In this episode, I share my recent webinar from the New York Public Library’s Investing A-Z program, in which I discuss seven essential st...

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For women approaching or already in retirement, Social Security decisions can feel harder when tax questions, funding projections, and proposed legislation all appear in the headlines at once.

How do you separate information that affects your plan from news that simply deserves your attention?

In this episode, I answer a li...

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If you’re a woman planning for retirement and an annuity has been recommended to you, the hardest part may not be understanding how it works. It may be deciding whether it actually belongs in your retirement plan.

Asking better questions can help you understand what you’re considering before you commit.

In this ...

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Retirement tax planning can feel confusing, especially when annuities enter the conversation. 

I’ve found that many people aren’t really asking about the annuity itself. They’re trying to understand what happens to their money, how it’s taxed, and whether an annuity is the right fit for their retirement.

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We’ve learned that many of the most important retirement decisions aren’t only about finances. They’re about family, communication, and preparing for moments that none of us hope will come.

In this episode, I speak with Tami Calais, Aging and Change Coach, owner of Calais Senior Consult, and Motivational Interviewing Practitioner, about why fam...

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When people hear the word annuity, they often picture a stream of retirement income. While that’s certainly part of the story, there are important decisions that come long before those payments ever begin.

How do the different types of annuities work? Which one might fit your retirement goals? And what questions should you answer before comparing products?...

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Annuities often become part of the retirement conversation during major life changes, yet many people still aren’t sure what they actually are or when they make sense.

In this episode, I begin a four-part series designed to help you understand annuities before you ever evaluate a specific product. We discuss what an annuity actually is, why insurance compa...

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Retirement decisions often happen during life’s most emotional moments. When you’re grieving, retiring, or suddenly making financial choices on your own, how do you know you’re asking the right questions or talking to the right people? In this episode, I share a story from a recent anniversary trip that reminded me why retirement planning is …

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Losing a spouse often brings emotional and financial decisions that can affect your future for years to come. What happens when one of the largest assets you inherit is a retirement account? How do you know which choices may affect taxes, healthcare costs, income planning, and retirement flexibility? In this episode, I discuss one of …

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Retirement taxes aren’t always as straightforward as they seem. A decision that looks harmless today could create unexpected tax consequences, higher Medicare premiums, or reduced flexibility later. How do income sources, tax brackets, Social Security, and healthcare costs all work together in retirement? What happens when a major life event changes your filing status and …

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Healthcare decisions can become overwhelming quickly once retirement enters the picture, especially when one spouse is nearing Medicare eligibility, and the other is not. What happens if you lose employer coverage earlier than expected? How do you compare COBRA, Medicare, and ACA plans without creating confusion later? In this episode, I walk through the healthcare …

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Retirement brings freedom and flexibility, but it also raises important questions about how and where you want to live as life changes over time. What happens if your current home no longer fits your needs? How do you balance emotional attachment, financial realities, and practical lifestyle decisions while planning for the future? In this episode, …

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Outdated Social Security advice can create costly mistakes, especially when rules have changed, but old strategies are still being shared today. Have you ever heard someone say, “I was told I could do this with Social Security”? What if that advice no longer applies and could affect your retirement income for years to come? In …

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Planning for retirement often raises more questions than answers, especially when income, taxes, and timing all collide. How do working years, Social Security decisions, and required withdrawals shape your financial picture? In this episode, I walk through real questions from a recent Social Security webinar and explain how these decisions connect to your overall retirement …

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Caregiving often starts quietly, but its impact can quickly reshape careers, finances, and family dynamics. How prepared are you if a health event forces immediate decisions? And who is included in the conversations that matter most? In this episode, I speak with Lina Supnet-Zapata, Chief Executive Officer of Mir Senior Care Management, Inc. & Care …

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Your Social Security statement might look simple, but the details behind it can shape your entire retirement plan. Are you only looking at the benefit numbers, or are you missing the bigger picture that could impact your future income? In this episode, I walk through how to properly read your Social Security statement and what …

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There are moments in life when everything shifts at once: your identity, your roles, and your plans for the future. What happens when the life you expected changes, and you’re left asking what comes next? In this episode, I sit down with Oona Metz, LICSW, CGP, licensed clinical social worker and certified group psychotherapist, to …

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